Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie
Steve Sanduski
FEBRUARY 18, 2025
Guests: Tom Ruggie, ChFC, CFP , the founder and CEO of Destiny Family Office , which is a billion-dollar-plus AUM firm that specializes in helping high-net-worth clients manage every aspect of their financial lives In a nutshell: Sports memorabilia, art, jewelry, vehicles, cryptocurrency — these may not be “traditional” asset classes (..)
Let's personalize your content